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CRCL in Focus:
Institutional Views, Market Inclusion, and the Debate Around a Public Stablecoin Issuer
The public listing of Circle Internet Group (NYSE: #CRCL ) marked a rare moment when a core piece of crypto infrastructure entered the traditional equity market directly. As the issuer of USDC, the world’s second-largest stablecoin, Circle occupies a position that is neither a pure fintech company nor a typical crypto exchange.
Since its IPO, CRCL has become one of the most discussed crypto-related equities in U.S. markets — not because of steady price discovery, but because of the sharp divergence in institutional views surrounding its long-term role.
1. From IPO to Volatility: A Market Searching for an Anchor
CRCL debuted on the NYSE in June 2025 at an IPO price of $31, implying a valuation of roughly $6.9 billion. Market enthusiasm quickly pushed the stock significantly higher in early trading, followed by equally sharp pullbacks.
Within months, CRCL traded across an unusually wide range, reflecting two competing narratives:
· One views Circle as a foundational layer of the future “internet dollar” system.
· The other sees a company whose revenues remain tightly coupled to interest rates, regulation, and competitive pressure.
This volatility is not accidental. CRCL represents a business model that public markets have limited precedent for pricing.
2. Why Circle Is Difficult to Value
Unlike exchanges or miners, Circle does not primarily earn revenue from transaction fees or speculative activity. Its economics are driven by:
· Interest income on reserve assets backing USDC
· Institutional partnerships and payment-related services
· Long-term adoption of stablecoins as settlement infrastructure
This creates a valuation profile that sits somewhere between a payments company, a regulated financial institution, and a crypto-native infrastructure provider.
As a result, traditional multiples struggle to capture Circle’s optionality — while also exposing the stock to sharp repricing when macro conditions shift.
3. Institutional Coverage: Optimism vs. Discipline
Since listing, CRCL has attracted formal coverage from major institutions, with notably divergent conclusions.
Bernstein initiated coverage with an Outperform rating, framing Circle as a long-term winner in a world where stablecoins become embedded into global payment rails. Their thesis emphasizes network effects, regulatory positioning, and first-mover advantage in compliant stablecoin issuance.
By contrast, JPMorgan adopted a more cautious stance, assigning an Underweight rating and a more conservative price target. JPMorgan’s analysis highlights valuation risk, competitive dynamics, and uncertainty around the durability of current revenue streams as interest rate conditions normalize.
This divergence underscores a broader disagreement:
Is Circle a growth infrastructure asset, or a yield-sensitive financial intermediary?
4. Broker and Platform Inclusion: Lowering the Barrier to Participation
One area where consensus does exist is access.
CRCL is now supported by most major U.S. brokerage platforms, including traditional retail and institutional channels. This has materially expanded the stock’s liquidity and made it easier for non-crypto-native investors to express views on stablecoin adoption through a familiar equity wrapper.
Greater accessibility, however, also amplifies short-term volatility — especially as generalist investors attempt to map crypto narratives onto equity valuation frameworks.
5. ETF and Structured Product Interest
Following CRCL’s strong post-IPO visibility, multiple asset managers explored ETF and structured product concepts tied to the stock.
These filings — including leveraged and options-based strategies — signal two things:
▪️CRCL is being treated as a category-defining asset within the “crypto equity” universe.
▪️Demand exists for indirect exposure to stablecoin economics without direct crypto custody.
If approved, such products could further institutionalize CRCL’s role in portfolios, while also reinforcing its sensitivity to broader market flows.
6. The Core Debate: Infrastructure Asset or Cyclical Trade?
At the heart of CRCL’s discussion is a structural question.
Bull cases emphasize:
· Stablecoins as programmable dollars
· Regulatory clarity favoring compliant issuers
· Long-term growth in on-chain and cross-border settlement
Skeptical views focus on:
· Revenue dependence on interest rates
· Rising competition from banks and other issuers
· Political and regulatory risk around private money
Both perspectives are internally consistent. What differs is the time horizon.
7. Conclusion: A Proxy for Stablecoin Institutionalization
CRCL is less a traditional equity story and more a proxy for how public markets choose to price stablecoin infrastructure.
In the short term, its stock behavior reflects uncertainty and expectation mismatch. Over the longer term, its performance will depend on whether stablecoins transition from crypto-native tools into regulated, widely adopted financial infrastructure.
For investors and analysts alike, CRCL offers something rare: a direct window into how Wall Street values the plumbing of the digital dollar economy.
#BTC #ETH #USDC
The public listing of Circle Internet Group (NYSE: #CRCL ) marked a rare moment when a core piece of crypto infrastructure entered the traditional equity market directly. As the issuer of USDC, the world’s second-largest stablecoin, Circle occupies a position that is neither a pure fintech company nor a typical crypto exchange.
Since its IPO, CRCL has become one of the most discussed crypto-related equities in U.S. markets — not because of steady price discovery, but because of the sharp divergence in institutional views surrounding its long-term role.
1. From IPO to Volatility: A Market Searching for an Anchor
CRCL debuted on the NYSE in June 2025 at an IPO price of $31, implying a valuation of roughly $6.9 billion. Market enthusiasm quickly pushed the stock significantly higher in early trading, followed by equally sharp pullbacks.
Within months, CRCL traded across an unusually wide range, reflecting two competing narratives:
· One views Circle as a foundational layer of the future “internet dollar” system.
· The other sees a company whose revenues remain tightly coupled to interest rates, regulation, and competitive pressure.
This volatility is not accidental. CRCL represents a business model that public markets have limited precedent for pricing.
2. Why Circle Is Difficult to Value
Unlike exchanges or miners, Circle does not primarily earn revenue from transaction fees or speculative activity. Its economics are driven by:
· Interest income on reserve assets backing USDC
· Institutional partnerships and payment-related services
· Long-term adoption of stablecoins as settlement infrastructure
This creates a valuation profile that sits somewhere between a payments company, a regulated financial institution, and a crypto-native infrastructure provider.
As a result, traditional multiples struggle to capture Circle’s optionality — while also exposing the stock to sharp repricing when macro conditions shift.
3. Institutional Coverage: Optimism vs. Discipline
Since listing, CRCL has attracted formal coverage from major institutions, with notably divergent conclusions.
Bernstein initiated coverage with an Outperform rating, framing Circle as a long-term winner in a world where stablecoins become embedded into global payment rails. Their thesis emphasizes network effects, regulatory positioning, and first-mover advantage in compliant stablecoin issuance.
By contrast, JPMorgan adopted a more cautious stance, assigning an Underweight rating and a more conservative price target. JPMorgan’s analysis highlights valuation risk, competitive dynamics, and uncertainty around the durability of current revenue streams as interest rate conditions normalize.
This divergence underscores a broader disagreement:
Is Circle a growth infrastructure asset, or a yield-sensitive financial intermediary?
4. Broker and Platform Inclusion: Lowering the Barrier to Participation
One area where consensus does exist is access.
CRCL is now supported by most major U.S. brokerage platforms, including traditional retail and institutional channels. This has materially expanded the stock’s liquidity and made it easier for non-crypto-native investors to express views on stablecoin adoption through a familiar equity wrapper.
Greater accessibility, however, also amplifies short-term volatility — especially as generalist investors attempt to map crypto narratives onto equity valuation frameworks.
5. ETF and Structured Product Interest
Following CRCL’s strong post-IPO visibility, multiple asset managers explored ETF and structured product concepts tied to the stock.
These filings — including leveraged and options-based strategies — signal two things:
▪️CRCL is being treated as a category-defining asset within the “crypto equity” universe.
▪️Demand exists for indirect exposure to stablecoin economics without direct crypto custody.
If approved, such products could further institutionalize CRCL’s role in portfolios, while also reinforcing its sensitivity to broader market flows.
6. The Core Debate: Infrastructure Asset or Cyclical Trade?
At the heart of CRCL’s discussion is a structural question.
Bull cases emphasize:
· Stablecoins as programmable dollars
· Regulatory clarity favoring compliant issuers
· Long-term growth in on-chain and cross-border settlement
Skeptical views focus on:
· Revenue dependence on interest rates
· Rising competition from banks and other issuers
· Political and regulatory risk around private money
Both perspectives are internally consistent. What differs is the time horizon.
7. Conclusion: A Proxy for Stablecoin Institutionalization
CRCL is less a traditional equity story and more a proxy for how public markets choose to price stablecoin infrastructure.
In the short term, its stock behavior reflects uncertainty and expectation mismatch. Over the longer term, its performance will depend on whether stablecoins transition from crypto-native tools into regulated, widely adopted financial infrastructure.
For investors and analysts alike, CRCL offers something rare: a direct window into how Wall Street values the plumbing of the digital dollar economy.
#BTC #ETH #USDC
137·First Block🍺 1 - 7
24H Highlights | Market Snapshot
1、Morgan Stanley is reportedly filing applications related to #BTC and #solana ETFs; Bitcoin ETFs recorded approximately USD 697 million in net inflows in a single day.
2、Solana released its 2025 Annual Review, with multiple metrics hitting record highs, including application revenue, DEX trading volume, active users, and REV.
3、According to CoinDesk, Circle Internet’s (#CRCL ) USD-pegged stablecoin USDC outpaced Tether’s USDT in growth for the second consecutive year in 2025.
4、Macro & Risk Assets:U.S. equities remain resilient, while gold and silver continue to rise. Expectations for increased technology and computing power demand are strengthening.#Silver’s market capitalization has reached USD 4.63 trillion, surpassing #NVIDIA to become the world’s second-largest asset.
5、Walmart has launched #Bitcoin and #Ethereum trading services via its ONEPAY application.
6、U.S. Senate advances crypto market structure legislation:The Banking Committee is reportedly scheduled to review and vote on the bill next week, with Sacks engaging senators to push the process forward.
7、The U.S. Supreme Court has designated this Friday as an “Opinion Release Day,” with a potential landmark ruling on the legality of Trump’s global tariff measures.
24H Highlights | Market Snapshot
1、Morgan Stanley is reportedly filing applications related to #BTC and #solana ETFs; Bitcoin ETFs recorded approximately USD 697 million in net inflows in a single day.
2、Solana released its 2025 Annual Review, with multiple metrics hitting record highs, including application revenue, DEX trading volume, active users, and REV.
3、According to CoinDesk, Circle Internet’s (#CRCL ) USD-pegged stablecoin USDC outpaced Tether’s USDT in growth for the second consecutive year in 2025.
4、Macro & Risk Assets:U.S. equities remain resilient, while gold and silver continue to rise. Expectations for increased technology and computing power demand are strengthening.#Silver’s market capitalization has reached USD 4.63 trillion, surpassing #NVIDIA to become the world’s second-largest asset.
5、Walmart has launched #Bitcoin and #Ethereum trading services via its ONEPAY application.
6、U.S. Senate advances crypto market structure legislation:The Banking Committee is reportedly scheduled to review and vote on the bill next week, with Sacks engaging senators to push the process forward.
7、The U.S. Supreme Court has designated this Friday as an “Opinion Release Day,” with a potential landmark ruling on the legality of Trump’s global tariff measures.
137 · 市场风向✨1 - 7
盘点24H 热点 - 市场速览
1、摩根士丹利据报提交比特币与 #Solana #ETF 相关申请/申报；比特币 ETF 单日净流入约 6.97 亿美元；
2、#Solana 发布 2025 年度回顾：应用收入、DEX 交易量、活跃与 REV 等多项指标创新高 ；
3、据 CoinDesk 报道，Circle Internet (#CRCL ) 的美元挂钩稳定币 USDC 在 2025 年连续第二年增长速度超过其主要竞争对手 Tether 的 USDT；
4、宏观与风险资产：#美股偏强、黄金白银走高；科技算力需求预期升温 ；白银市值达 4.63 万亿美元，超越#英伟达成为全球第二大资产；
5、沃尔玛通过 ONEPAY 应用推出#比特币 和以太坊交易服务；
6、美国参议院推进加密市场结构立法：银行委员会据报下周安排审议/投票，Sacks 与参议员沟通推动 ;
7、美国最高法院本周五定为“意见发布日”，特朗普全球关税措施合法性或迎关键裁决。
盘点24H 热点 - 市场速览
1、摩根士丹利据报提交比特币与 #Solana #ETF 相关申请/申报；比特币 ETF 单日净流入约 6.97 亿美元；
2、#Solana 发布 2025 年度回顾：应用收入、DEX 交易量、活跃与 REV 等多项指标创新高 ；
3、据 CoinDesk 报道，Circle Internet (#CRCL ) 的美元挂钩稳定币 USDC 在 2025 年连续第二年增长速度超过其主要竞争对手 Tether 的 USDT；
4、宏观与风险资产：#美股偏强、黄金白银走高；科技算力需求预期升温 ；白银市值达 4.63 万亿美元，超越#英伟达成为全球第二大资产；
5、沃尔玛通过 ONEPAY 应用推出#比特币 和以太坊交易服务；
6、美国参议院推进加密市场结构立法：银行委员会据报下周安排审议/投票，Sacks 与参议员沟通推动 ;
7、美国最高法院本周五定为“意见发布日”，特朗普全球关税措施合法性或迎关键裁决。
盘前扫描：MSTR 领涨囤币概念，BMNR 延续 ETH 储备溢价
囤币股双雄： MSTR (+0.75%) 盘前领跑，尽管 BTC 涨幅有限，但市场对其 2026 年将 BTC 纳入 S&P 500 的预期支撑了溢价。
BMNR (+1.23%) 涨幅居首，主因是其上周增持 4.4 万枚 ETH 的余温发酵，使其成为美股市场中稀缺的“以太坊影子股”。
Circle (CRCL) 独跌： CRCL (-0.21%) 是唯一收跌的权重股。市场正在消化其 IPO 后的首份年报预告，由于降息预期导致的储备利息收入（Float Income）缩减，部分获利盘选择在年底落袋为安。
矿业股温和修复： MARA (+0.32%) 和 RIOT (+0.61%) 随算力调整小幅回升，投资者正押注 2026 年初的矿业整合红利。
XXYY.cc 观察： 盘前这种“概念股强于币价”的背离，通常预示着传统资本正在通过股票渠道“提前建仓”。随着 Circle 等合规巨头站稳脚跟，加密个股已从单纯的“杠杆工具”转变为具有独立分红和增长逻辑的金融科技资产。
#加密概念股 #BMNR #CRCL #美股盘前 #2026投资策略
囤币股双雄： MSTR (+0.75%) 盘前领跑，尽管 BTC 涨幅有限，但市场对其 2026 年将 BTC 纳入 S&P 500 的预期支撑了溢价。
BMNR (+1.23%) 涨幅居首，主因是其上周增持 4.4 万枚 ETH 的余温发酵，使其成为美股市场中稀缺的“以太坊影子股”。
Circle (CRCL) 独跌： CRCL (-0.21%) 是唯一收跌的权重股。市场正在消化其 IPO 后的首份年报预告，由于降息预期导致的储备利息收入（Float Income）缩减，部分获利盘选择在年底落袋为安。
矿业股温和修复： MARA (+0.32%) 和 RIOT (+0.61%) 随算力调整小幅回升，投资者正押注 2026 年初的矿业整合红利。
XXYY.cc 观察： 盘前这种“概念股强于币价”的背离，通常预示着传统资本正在通过股票渠道“提前建仓”。随着 Circle 等合规巨头站稳脚跟，加密个股已从单纯的“杠杆工具”转变为具有独立分红和增长逻辑的金融科技资产。
#加密概念股 #BMNR #CRCL #美股盘前 #2026投资策略
#CircleIPO
Circle Internet Financial, the issuer of USDC stablecoin, has officially filed for an Initial Public Offering (IPO) on the New York Stock Exchange (NYSE) under the ticker "CRCL".
#USDC✅ #CRCL #circlecrypto
Circle Internet Financial, the issuer of USDC stablecoin, has officially filed for an Initial Public Offering (IPO) on the New York Stock Exchange (NYSE) under the ticker "CRCL".
#USDC✅ #CRCL #circlecrypto
🚀 Circle’s CRCL Stock Hits All-Time High After GENIUS Act Passes
🏛 Just hours after the U.S. Senate passed the landmark GENIUS Act, shares of Circle (CRCL) surged over 15%, reaching a new all-time high — signaling renewed investor confidence in the future of regulated stablecoins.
💡 The GENIUS Act provides a clear regulatory framework for stablecoin issuers, marking a pivotal step toward mainstream adoption and institutional trust in digital assets.
🔍 Why this matters:
▫️ Regulatory clarity = market confidence
▫️ Stablecoins gain stronger footing in the U.S. financial system
▫️ Circle’s leadership in the space is further solidified
📢 As policy and innovation converge, Circle's rally may be a glimpse into the future of compliant crypto finance.
#Circl #CRCL #GENIUSAct #Stablecoins #CryptoRegulation
https://coingape.com/news/stocks/circle-stock-crcl-sets-new-all-time-high-after-genius-act-passage/
🏛 Just hours after the U.S. Senate passed the landmark GENIUS Act, shares of Circle (CRCL) surged over 15%, reaching a new all-time high — signaling renewed investor confidence in the future of regulated stablecoins.
💡 The GENIUS Act provides a clear regulatory framework for stablecoin issuers, marking a pivotal step toward mainstream adoption and institutional trust in digital assets.
🔍 Why this matters:
▫️ Regulatory clarity = market confidence
▫️ Stablecoins gain stronger footing in the U.S. financial system
▫️ Circle’s leadership in the space is further solidified
📢 As policy and innovation converge, Circle's rally may be a glimpse into the future of compliant crypto finance.
#Circl #CRCL #GENIUSAct #Stablecoins #CryptoRegulation
https://coingape.com/news/stocks/circle-stock-crcl-sets-new-all-time-high-after-genius-act-passage/
🚀 Circle's HUGE Jump! Is This the Start of a Crypto IPO Wave? 🌊
After Circle's Massive Leap, What Now?
Wow! Circle ($CRCL), the company behind USDC stablecoin, just saw its stock price skyrocket by a massive 34% to a new record high! 📈 This happened right after the U.S. Senate passed the GENIUS Act, making everyone hopeful about clearer rules for stablecoins and other crypto businesses. Now, many are wondering: is Circle's jump the beginning of a whole bunch of crypto companies going public? 🤔 Let's dive in! 🏊
Quick Crypto Lesson: Why Circle's Surge Matters
Circle's big jump isn't just about one company. It's a potential signal for the entire crypto market. 🚦 When a major player like Circle sees such a positive reaction after a regulatory step forward, it suggests that investors are seeing more stability and growth potential in the industry. Plus, Circle's possible IPO has many thinking that other big crypto firms might follow, opening up new ways for people to invest in crypto. 💰
My Analysis: Real Demand or Just Hype for Crypto IPOs?
The excitement around Circle's surge feels like more than just short-term buzz. The GENIUS Act passing a key hurdle in the Senate is a real, tangible development that could reduce uncertainty for crypto companies. This clarity can attract more traditional investors who have been hesitant to enter the space due to regulatory concerns. While there will always be some hype in crypto, Circle's move seems fueled by genuine optimism for a more regulated and mature market. I believe we'll likely see more big crypto names exploring IPOs in the near future. 👀
Who's Next? Your Predictions!
Circle's big news has got us thinking: which crypto companies do you think might be next to consider an IPO? 🤔 Big exchanges? Blockchain infrastructure providers? Share your predictions and reasons in the comments below! 👇 Let's see who the crystal ball says will go public next! 🔮
#CryptoStocks #CRCL #Stablecoins
$USDC
Wow! Circle ($CRCL), the company behind USDC stablecoin, just saw its stock price skyrocket by a massive 34% to a new record high! 📈 This happened right after the U.S. Senate passed the GENIUS Act, making everyone hopeful about clearer rules for stablecoins and other crypto businesses. Now, many are wondering: is Circle's jump the beginning of a whole bunch of crypto companies going public? 🤔 Let's dive in! 🏊
Quick Crypto Lesson: Why Circle's Surge Matters
Circle's big jump isn't just about one company. It's a potential signal for the entire crypto market. 🚦 When a major player like Circle sees such a positive reaction after a regulatory step forward, it suggests that investors are seeing more stability and growth potential in the industry. Plus, Circle's possible IPO has many thinking that other big crypto firms might follow, opening up new ways for people to invest in crypto. 💰
My Analysis: Real Demand or Just Hype for Crypto IPOs?
The excitement around Circle's surge feels like more than just short-term buzz. The GENIUS Act passing a key hurdle in the Senate is a real, tangible development that could reduce uncertainty for crypto companies. This clarity can attract more traditional investors who have been hesitant to enter the space due to regulatory concerns. While there will always be some hype in crypto, Circle's move seems fueled by genuine optimism for a more regulated and mature market. I believe we'll likely see more big crypto names exploring IPOs in the near future. 👀
Who's Next? Your Predictions!
Circle's big news has got us thinking: which crypto companies do you think might be next to consider an IPO? 🤔 Big exchanges? Blockchain infrastructure providers? Share your predictions and reasons in the comments below! 👇 Let's see who the crystal ball says will go public next! 🔮
#CryptoStocks #CRCL #Stablecoins
$USDC
Circle Chuẩn Bị IPO: Bước Đi Lớn Của Gã Khổng Lồ Stablecoin USDC
Circle, công ty đứng sau stablecoin USDC, đã nộp hồ sơ IPO lên SEC, đánh dấu bước tiến quan trọng trong tham vọng minh bạch hóa hoạt động của mình.
Circle Chuẩn Bị Niêm Yết Cổ Phiếu CRCL
Circle Internet Group vừa nộp đơn S-1 lên Ủy ban Chứng khoán Mỹ (SEC) để tiến hành chào bán cổ phiếu lần đầu (IPO). Công ty dự kiến niêm yết trên Sàn Giao dịch Chứng khoán New York (#NYSE ) với mã #CRCL . JP Morgan và Citigroup sẽ đóng vai trò là nhà bảo lãnh chính.
CEO #Circle , Jeremy Allaire, nhấn mạnh: “Trở thành công ty đại chúng giúp chúng tôi hoạt động minh bạch và có trách nhiệm hơn. Chúng tôi đang xây dựng hạ tầng tài chính quan trọng cho tương lai.”
USDC: Một Trong Những Stablecoin Quan Trọng Nhất
Ra mắt vào năm 2018 thông qua liên minh với Coinbase, $USDC đã trở thành stablecoin lớn thứ hai, với vốn hóa thị trường 60,1 tỷ USD và khối lượng giao dịch hàng ngày 6,9 tỷ USD.
Coinbase từng tham gia điều hành USDC nhưng đã rút lui vào năm 2023, chỉ giữ lại cổ phần trong Circle.
Bối Cảnh Thị Trường Và Chính Sách
Stablecoin đang là chủ đề nóng khi chính quyền Tổng thống Donald Trump tìm cách điều chỉnh ngành công nghiệp này. Hiện có nhiều dự luật về stablecoin đang được Quốc hội Mỹ xem xét.
Circle từng lên kế hoạch IPO thông qua SPAC vào năm 2022 nhưng đã hủy bỏ. Đến nay, công ty đã sẵn sàng quay lại đường đua, thể hiện quyết tâm mở rộng và hợp tác với các tổ chức tài chính lớn trên thế giới.
Circle Chuẩn Bị Niêm Yết Cổ Phiếu CRCL
Circle Internet Group vừa nộp đơn S-1 lên Ủy ban Chứng khoán Mỹ (SEC) để tiến hành chào bán cổ phiếu lần đầu (IPO). Công ty dự kiến niêm yết trên Sàn Giao dịch Chứng khoán New York (#NYSE ) với mã #CRCL . JP Morgan và Citigroup sẽ đóng vai trò là nhà bảo lãnh chính.
CEO #Circle , Jeremy Allaire, nhấn mạnh: “Trở thành công ty đại chúng giúp chúng tôi hoạt động minh bạch và có trách nhiệm hơn. Chúng tôi đang xây dựng hạ tầng tài chính quan trọng cho tương lai.”
USDC: Một Trong Những Stablecoin Quan Trọng Nhất
Ra mắt vào năm 2018 thông qua liên minh với Coinbase, $USDC đã trở thành stablecoin lớn thứ hai, với vốn hóa thị trường 60,1 tỷ USD và khối lượng giao dịch hàng ngày 6,9 tỷ USD.
Coinbase từng tham gia điều hành USDC nhưng đã rút lui vào năm 2023, chỉ giữ lại cổ phần trong Circle.
Bối Cảnh Thị Trường Và Chính Sách
Stablecoin đang là chủ đề nóng khi chính quyền Tổng thống Donald Trump tìm cách điều chỉnh ngành công nghiệp này. Hiện có nhiều dự luật về stablecoin đang được Quốc hội Mỹ xem xét.
Circle từng lên kế hoạch IPO thông qua SPAC vào năm 2022 nhưng đã hủy bỏ. Đến nay, công ty đã sẵn sàng quay lại đường đua, thể hiện quyết tâm mở rộng và hợp tác với các tổ chức tài chính lớn trên thế giới.
📈 Circle's IPO: A Milestone for Crypto Finance 📈
Circle Internet Group, the issuer of the USDC stablecoin, made a remarkable debut on the New York Stock Exchange under the ticker “CRCL” on June 5, 2025. The stock surged 168% on its first day, closing at $83.23 from an IPO price of $31, raising $1.1 billion and valuing the company at over $18 billion .
This historic IPO marks the first U.S. listing of a stablecoin issuer, signaling strong investor confidence in regulated digital assets. With USDC facilitating over $25 trillion in transactions since its launch, Circle's success underscores the growing integration of crypto into mainstream finance .
#CircleIPO #CRCL #USDC #BinanceSquare #CircleIPO
Circle Internet Group, the issuer of the USDC stablecoin, made a remarkable debut on the New York Stock Exchange under the ticker “CRCL” on June 5, 2025. The stock surged 168% on its first day, closing at $83.23 from an IPO price of $31, raising $1.1 billion and valuing the company at over $18 billion .
This historic IPO marks the first U.S. listing of a stablecoin issuer, signaling strong investor confidence in regulated digital assets. With USDC facilitating over $25 trillion in transactions since its launch, Circle's success underscores the growing integration of crypto into mainstream finance .
#CircleIPO #CRCL #USDC #BinanceSquare #CircleIPO
⚡️UPDATE: ARK Invest sold $146M worth of Circle ($CRCL) shares last Friday.
CRCL closed +248% above its $69 debut price - a massive IPO surge. 📈
#ARKInvest #Circle #CRCL #IPO #Stocks #Crypto #Investing #CryptoNews
CRCL closed +248% above its $69 debut price - a massive IPO surge. 📈
#ARKInvest #Circle #CRCL #IPO #Stocks #Crypto #Investing #CryptoNews
#CRCL
Trade now . . . 🙏🙏🙏🙏👍👍👍👍❤❤
𝘾𝙞𝙧𝙘𝙡𝙚 𝙀𝙢𝙥𝙡𝙤𝙮𝙚𝙚𝙨 𝙇𝙤𝙨𝙩 $3 𝘽𝙞𝙡𝙡𝙞𝙤𝙣 𝘿𝙚𝙨𝙥𝙞𝙩𝙚 𝘾𝙍𝘾𝙇 𝙎𝙩𝙤𝙘𝙠 𝙍𝙖𝙡𝙡𝙮 𝘽𝙮 700%, 𝙎𝙖𝙮𝙨 𝘾𝙝𝙖𝙢𝙖𝙩𝙝 𝙋𝙖𝙡𝙞𝙝𝙖𝙥𝙞𝙩𝙞𝙮𝙖
The Circle (CRCL) stock surged an additional 20% on Friday, and is already up by 700% since its IPO earlier this month. Despite these massive gains, billionaire investor Chamath Palihapitiya noted that the stablecoins firm’s employees lost nearly $3 billion, as the company had to go for a traditional IPO route instead of SPAC merger. This is because the company employees have to sell 14.4 million shares from their holdings to proceed with the IPO.
With the staggering 700% CRCL stock rally since its IPO, USDC stablecoin issuer Circle has reached close to $50 billion with 15 days of its IPO, conducted at a valuation of under $8 billion. This massive rally comes on the backdrop of the GENIUS Stablecoin Act, which proceeds to the US House for final approval.
However, Chamath Palihapitiya said that Circle employees lost a major portion of this traditional IPO route, while questioning this traditional public listing method, and comparing it to SPAC merger. In his recent post on X platform, Palihapitiya said that during the entire IPO process, employees had to shed a total of 14.4 million shares at $31 per share, worth $450 million.
However, with the stablecoin firm hitting $3.456 billion on the debut of the public listing, they lost nearly $3 billion in this process. Palihapitiya said that this is why he prefers SPACs over traditional IPOs.
The billionaire added that value is transferred to intermediaries in SPACs and direct listings, but at least it’s disclosed upfront and negotiable. In traditional IPOs, banks use opacity to reward their best customers with free stock.
Trade now . . . 🙏🙏🙏🙏👍👍👍👍❤❤
𝘾𝙞𝙧𝙘𝙡𝙚 𝙀𝙢𝙥𝙡𝙤𝙮𝙚𝙚𝙨 𝙇𝙤𝙨𝙩 $3 𝘽𝙞𝙡𝙡𝙞𝙤𝙣 𝘿𝙚𝙨𝙥𝙞𝙩𝙚 𝘾𝙍𝘾𝙇 𝙎𝙩𝙤𝙘𝙠 𝙍𝙖𝙡𝙡𝙮 𝘽𝙮 700%, 𝙎𝙖𝙮𝙨 𝘾𝙝𝙖𝙢𝙖𝙩𝙝 𝙋𝙖𝙡𝙞𝙝𝙖𝙥𝙞𝙩𝙞𝙮𝙖
The Circle (CRCL) stock surged an additional 20% on Friday, and is already up by 700% since its IPO earlier this month. Despite these massive gains, billionaire investor Chamath Palihapitiya noted that the stablecoins firm’s employees lost nearly $3 billion, as the company had to go for a traditional IPO route instead of SPAC merger. This is because the company employees have to sell 14.4 million shares from their holdings to proceed with the IPO.
With the staggering 700% CRCL stock rally since its IPO, USDC stablecoin issuer Circle has reached close to $50 billion with 15 days of its IPO, conducted at a valuation of under $8 billion. This massive rally comes on the backdrop of the GENIUS Stablecoin Act, which proceeds to the US House for final approval.
However, Chamath Palihapitiya said that Circle employees lost a major portion of this traditional IPO route, while questioning this traditional public listing method, and comparing it to SPAC merger. In his recent post on X platform, Palihapitiya said that during the entire IPO process, employees had to shed a total of 14.4 million shares at $31 per share, worth $450 million.
However, with the stablecoin firm hitting $3.456 billion on the debut of the public listing, they lost nearly $3 billion in this process. Palihapitiya said that this is why he prefers SPACs over traditional IPOs.
The billionaire added that value is transferred to intermediaries in SPACs and direct listings, but at least it’s disclosed upfront and negotiable. In traditional IPOs, banks use opacity to reward their best customers with free stock.
🇺🇸 LATEST:
Circle ($CRCL) launched its IPO at $31/share — and is now trading at $81.69, more than 2.5x above the offering price! 📈
💰 That’s a $1.1B IPO for the company behind USDC, now one of the most successful Web3 listings on the NYSE.
Crypto is going public — and it's thriving.
#Circle #CRCL #IPO #USDC #CryptoNews
Circle ($CRCL) launched its IPO at $31/share — and is now trading at $81.69, more than 2.5x above the offering price! 📈
💰 That’s a $1.1B IPO for the company behind USDC, now one of the most successful Web3 listings on the NYSE.
Crypto is going public — and it's thriving.
#Circle #CRCL #IPO #USDC #CryptoNews
说一个，下轮牛市有30倍潜力的项目——CRCL
老婆们，你们知道币圈最赚钱的三大应用是什么吗？币姐告诉你——
1.交易所
2.公链
3.稳定币
交易所就是个大赌场，公链就是个公路，收过路费就行了，想不到吧？稳定币更容易挣，人家就是个“央行”的存在。
除此之外的项目，别说了，99.9%都是0价值，昙花一现。
所以，就好像你拿对了龙头交易所BNB，不用折腾着急短期想一夜暴富，长期是必然会越来越富的。
除了比特币，交易所最大的不用说了的，公链最大的应用依然是以太啊没得说，现在呢？稳定币呢？市场份额最大的是泰达公司，但它没有发币也没上纳斯达克。
现在摆在我们面前的能够触手可及的，只有USDC，也就是CRCL公司发行的。
所以，不要再问下一个英伟达，下一个BNB……
市场已经给我们明晃晃选出来了的啊。。
我现在依然在持续定投。#CRCL
老婆们，你们知道币圈最赚钱的三大应用是什么吗？币姐告诉你——
1.交易所
2.公链
3.稳定币
交易所就是个大赌场，公链就是个公路，收过路费就行了，想不到吧？稳定币更容易挣，人家就是个“央行”的存在。
除此之外的项目，别说了，99.9%都是0价值，昙花一现。
所以，就好像你拿对了龙头交易所BNB，不用折腾着急短期想一夜暴富，长期是必然会越来越富的。
除了比特币，交易所最大的不用说了的，公链最大的应用依然是以太啊没得说，现在呢？稳定币呢？市场份额最大的是泰达公司，但它没有发币也没上纳斯达克。
现在摆在我们面前的能够触手可及的，只有USDC，也就是CRCL公司发行的。
所以，不要再问下一个英伟达，下一个BNB……
市场已经给我们明晃晃选出来了的啊。。
我现在依然在持续定投。#CRCL
Circle, nhà phát hành stablecoin $USDC , chứng kiến cổ phiếu CRCL tăng vọt 347% từ mức giá IPO $31 lên $138.57 chỉ trong ba ngày giao dịch , hiện ổn định ở $116.20. Sự bùng nổ này đến từ làn sóng đầu tư từ các tổ chức lớn như SBI Holdings ($50 triệu) và ARK Invest (4,43 triệu cổ phiếu), cùng các quỹ ETF như ProShares và Bitwise nhắm đến #CRCL .
USDC, với vốn hóa thị trường khoảng 32 tỷ USD, đang hưởng lợi từ xu hướng chấp nhận stablecoin trong tài chính truyền thống. Tuy nhiên, việc Cục Dự trữ Liên bang có thể cắt giảm lãi suất 25 điểm cơ bản vào tháng 9/2025 có thể ảnh hưởng đến doanh thu từ lãi của Circle, vốn phụ thuộc vào tiền mặt dự trữ. Dù vậy, sự tăng trưởng của các dự án DeFi và blockchain tại Mỹ và châu Á tiếp tục củng cố vai trò của USDC trong việc thúc đẩy thanh toán hiệu quả và minh bạch.
Cảnh báo rủi ro: Đầu tư vào tiền điện tử tiềm ẩn rủi ro cao do biến động giá mạnh. #anhbacong
USDC, với vốn hóa thị trường khoảng 32 tỷ USD, đang hưởng lợi từ xu hướng chấp nhận stablecoin trong tài chính truyền thống. Tuy nhiên, việc Cục Dự trữ Liên bang có thể cắt giảm lãi suất 25 điểm cơ bản vào tháng 9/2025 có thể ảnh hưởng đến doanh thu từ lãi của Circle, vốn phụ thuộc vào tiền mặt dự trữ. Dù vậy, sự tăng trưởng của các dự án DeFi và blockchain tại Mỹ và châu Á tiếp tục củng cố vai trò của USDC trong việc thúc đẩy thanh toán hiệu quả và minh bạch.
Cảnh báo rủi ro: Đầu tư vào tiền điện tử tiềm ẩn rủi ro cao do biến động giá mạnh. #anhbacong
Circle Makes Historic NYSE Debut, Signifying Stablecoin's Mainstream Ascent
New York, NY – June 5, 2025 – Circle Internet Group, the powerhouse behind the popular USDC stablecoin, officially began trading on the New York Stock Exchange (NYSE) today under the ticker symbol "CRCL." The highly anticipated Initial Public Offering (IPO) saw strong investor demand, with shares pricing at $31—a notable jump from earlier projections of $27–$28.
This significant listing marks a pivotal moment for the cryptocurrency and fintech industries. With approximately $61 billion $USDC in circulation and over $25 trillion in on-chain transactions facilitated since 2018, Circle is not just another tech company; it's a foundational pillar in the digital economy.
The successful IPO, which raised an estimated $1.1 billion, reflects a growing confidence from traditional financial markets in regulated digital assets. Circle's business model, heavily reliant on interest earned from $USDC reserves predominantly held in U.S. Treasury bonds, has proven profitable and resilient, further bolstering investor appeal.
As regulatory clarity for stablecoins continues to emerge, with legislation like the "GENIUS Act" advancing in the U.S. Senate, Circle's public listing positions it to become a key "financial utility layer of the internet." This move is expected to enhance transparency and trust in the stable coin ecosystem, potentially paving the way for more crypto-native companies to enter traditional public markets.
#CRCL #Stablecoins #USDC #NYSE #fintech
This significant listing marks a pivotal moment for the cryptocurrency and fintech industries. With approximately $61 billion $USDC in circulation and over $25 trillion in on-chain transactions facilitated since 2018, Circle is not just another tech company; it's a foundational pillar in the digital economy.
The successful IPO, which raised an estimated $1.1 billion, reflects a growing confidence from traditional financial markets in regulated digital assets. Circle's business model, heavily reliant on interest earned from $USDC reserves predominantly held in U.S. Treasury bonds, has proven profitable and resilient, further bolstering investor appeal.
As regulatory clarity for stablecoins continues to emerge, with legislation like the "GENIUS Act" advancing in the U.S. Senate, Circle's public listing positions it to become a key "financial utility layer of the internet." This move is expected to enhance transparency and trust in the stable coin ecosystem, potentially paving the way for more crypto-native companies to enter traditional public markets.
#CRCL #Stablecoins #USDC #NYSE #fintech
Cổ phiếu Circle tăng vọt bất chấp thị trường Bitcoin, Crypto chật vật – Điều gì đang xảy ra?
Cổ phiếu của Circle, nhà phát hành stablecoin USDC, đã đạt mức cao kỷ lục, vượt mốc 298 USD vào thứ Hai, dù thị trường rộng lớn đang lo lắng trước căng thẳng địa chính trị leo thang giữa Mỹ và Iran. Đáng chú ý, vốn hóa thị trường của Circle đã lần đầu tiên vượt qua chính stablecoin của mình.
Vượt qua vốn hóa của USDC và bứt phá thị trường
Circle (#CRCL ), vừa niêm yết trên Sàn giao dịch Chứng khoán New York (NYSE) chỉ bảy ngày giao dịch trước đó (13 tháng 6), đã có lúc tăng tới 24% so với mức đóng cửa ngày thứ Sáu là 240,28 USD. Vốn hóa thị trường nội nhật của công ty đạt gần 63 tỷ USD, vượt qua mức vốn hóa thị trường hiện tại gần 61,3 tỷ USD của stablecoin chủ lực của mình, USDC.
Những mức tăng ấn tượng này diễn ra trong bối cảnh thị trường rộng lớn đang lo ngại về các căng thẳng địa chính trị gia tăng giữa Mỹ và Iran. Nhiều nhà đầu tư dường như đang tìm kiếm nơi an toàn và rời bỏ các tài sản rủi ro – như cổ phiếu và tiền điện tử – trong một trạng thái chờ đợi không ổn định. Chỉ số Nasdaq Composite đã giảm, trong khi S&P 500 lại tăng.
Đối tác chiến lược thúc đẩy tăng trưởng Circle
Circle cũng có thể là bên hưởng lợi từ tin tức từ Fiserv, một công ty giao dịch công khai trên NYSE. Công ty S&P 500 này đã hợp tác với PayPal để xây dựng một mạng lưới thanh toán stablecoin, có thể tiếp cận 3.000 khách hàng là ngân hàng khu vực và cộng đồng của họ.
Một thông cáo báo chí riêng từ Circle cũng nêu rõ rằng cơ sở hạ tầng đang được xây dựng cũng sẽ mang lại lợi ích cho USDC. Quan hệ đối tác này sẽ "trang bị cho các ngân hàng và công ty fintech tận dụng nền tảng tài sản kỹ thuật số của Fiserv và stablecoin mang thương hiệu với khả năng truy cập liền mạch vào cơ sở hạ tầng đô la kỹ thuật số, cho phép tăng cường trải nghiệm thanh toán, thanh toán theo thời gian thực và mở rộng phạm vi toàn cầu," công ty cho biết.
Jeremy Allaire, Chủ tịch và CEO của Circle, nhận định: “Khi nhu cầu về các trải nghiệm tài chính không biên giới, thời gian thực tăng tốc, sự hợp tác này phản ánh cam kết của chúng tôi trong việc hỗ trợ các tổ chức tài chính có tư duy tiến bộ”. Điều này cho thấy chiến lược mở rộng sang các dịch vụ tài chính truyền thống đang là động lực lớn cho sự tăng trưởng của Circle, ngay cả khi thị trường crypto biến động. #anhbacong
Vượt qua vốn hóa của USDC và bứt phá thị trường
Circle (#CRCL ), vừa niêm yết trên Sàn giao dịch Chứng khoán New York (NYSE) chỉ bảy ngày giao dịch trước đó (13 tháng 6), đã có lúc tăng tới 24% so với mức đóng cửa ngày thứ Sáu là 240,28 USD. Vốn hóa thị trường nội nhật của công ty đạt gần 63 tỷ USD, vượt qua mức vốn hóa thị trường hiện tại gần 61,3 tỷ USD của stablecoin chủ lực của mình, USDC.
Những mức tăng ấn tượng này diễn ra trong bối cảnh thị trường rộng lớn đang lo ngại về các căng thẳng địa chính trị gia tăng giữa Mỹ và Iran. Nhiều nhà đầu tư dường như đang tìm kiếm nơi an toàn và rời bỏ các tài sản rủi ro – như cổ phiếu và tiền điện tử – trong một trạng thái chờ đợi không ổn định. Chỉ số Nasdaq Composite đã giảm, trong khi S&P 500 lại tăng.
Đối tác chiến lược thúc đẩy tăng trưởng Circle
Circle cũng có thể là bên hưởng lợi từ tin tức từ Fiserv, một công ty giao dịch công khai trên NYSE. Công ty S&P 500 này đã hợp tác với PayPal để xây dựng một mạng lưới thanh toán stablecoin, có thể tiếp cận 3.000 khách hàng là ngân hàng khu vực và cộng đồng của họ.
Một thông cáo báo chí riêng từ Circle cũng nêu rõ rằng cơ sở hạ tầng đang được xây dựng cũng sẽ mang lại lợi ích cho USDC. Quan hệ đối tác này sẽ "trang bị cho các ngân hàng và công ty fintech tận dụng nền tảng tài sản kỹ thuật số của Fiserv và stablecoin mang thương hiệu với khả năng truy cập liền mạch vào cơ sở hạ tầng đô la kỹ thuật số, cho phép tăng cường trải nghiệm thanh toán, thanh toán theo thời gian thực và mở rộng phạm vi toàn cầu," công ty cho biết.
Jeremy Allaire, Chủ tịch và CEO của Circle, nhận định: “Khi nhu cầu về các trải nghiệm tài chính không biên giới, thời gian thực tăng tốc, sự hợp tác này phản ánh cam kết của chúng tôi trong việc hỗ trợ các tổ chức tài chính có tư duy tiến bộ”. Điều này cho thấy chiến lược mở rộng sang các dịch vụ tài chính truyền thống đang là động lực lớn cho sự tăng trưởng của Circle, ngay cả khi thị trường crypto biến động. #anhbacong
Finally jumped into #CRCL shoutout to platforms like BitgetOnchain for catching it early. Spotted it trending on Dexscreener with real volume before the hype kicked in. From 500K to 15M MC already wild move. With $BTC heating up and $XRP waking up, $CRCL could ride the momentum. It’s literally just a circle… but with this kind of organic run, you gotta wonder is Binance watching too? 👀 #BreakoutTradingStrategy #AltcoinETFsWatch
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